schedule does not mean that other kinds of communications cannot be scheduled
(e.g., an email every week noting developments or milestones in cases where the
action is faster paced, or a voicemail from the partner in charge every two weeks to
report on emerging challenges or to simply check in to say “nothing new to report”).
But while these kinds of more frequent contact can be informative, they should be
supplemental to the plan’s more “formal” approach of monitoring the terms. They
should be based on the client’s appetite for communication: some love frequent
interaction; others don’t want to be bothered unless it’s urgent and only want
■ Periodic updates. The legal department must also plan periodic updates on:
substantive legal issues, activity assumptions, project plan, staffing plan, and
What are the provisions for changed assumptions?
■ Material change. What is the definition of material change in assumptions requiring
revisions to budget (up or down)?
■ Budget formula. Is there a formula for revising the budget?
■ Decision-making. Who is involved in that discussion and how will decisions be